TDI Podcast: An Options Primer (#857)
The Disciplined Investor Podcast
by Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
2d ago
No stopping a speeding freight train A rising tide raises all CHIPS – and boy did they rise Inflation still an issue and the Fed trying to talk markets down (Not working) Guest: Larry McMillan takes us through some interesting options strategies. Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Strategic Investment, the best-selling work on stock and index options strategies, which has sold over 300,000 copies. An active trader of his own account, he also manages option-oriented accounts for certain individuals. In a research capacity, he edits and ..read more
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TDI Podcast: The ETF Architect (#856)
The Disciplined Investor Podcast
by Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
1w ago
Inflation – Maybe Stagflation? Surging unprofitable stocks – a bit of déjà vu here AI fever rolls on (and on) After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management firm dedicated to an impact missi ..read more
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TDI Podcast: Curzio’s Snappy Idea (#855)
The Disciplined Investor Podcast
by Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
2w ago
A banking crisis brewing? Say it aint so Fed’s trying to talk down rate cuts – Powell on 60 Minutes Looking like a pullback could be in the cards Guest, Frank Curzio – Curzio Research   Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed ..read more
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TDI Podcast: McClellan’s Tidal Forces (#854)
The Disciplined Investor Podcast
by Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
3w ago
January is in the books – and the results are mixed. The Fed gives and takes away – No cuts on the table just yet. Plenty of tech news this week  – Earnings and more earnings. And our guest this week – Tom McClellan of the McClellan Market Report. Tom McClellan is a graduate of the U.S. Military Academy at West Point where he studied aerospace engineering, and he served as an Army helicopter pilot for 11 years. He began his own study of market technical analysis while still in the Army, and discovered ways to expand the use of his parents‘ indicators to forecast future market turning poi ..read more
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TDI Podcast: PermaBear Knight (#853)
The Disciplined Investor Podcast
by Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
1M ago
US Economy humming along – better than expected – but calls for rate cuts continue. Is this the Year for Foreign? Not so fast says markets. Bitcoin – post ETF blues. This week’s guest – Tim Knight – a self proclaimed Permabear.   Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness. He has been involved in personal computers since late 1979 and, starting at age 16, began writing a couple dozen books about using and programming comput ..read more
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TDI Podcast: Ai-Ai-O (852)
The Disciplined Investor Podcast
by Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
1M ago
And on that server farm there was a chip – Ai-Ai-O Guests John Pugliano and Danielle Dimartino Booth are this week’s guest – talking about the only two things that seem to matter – The Fed and Ai. Follow @andrewhorowitz   John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automation. He’s also the host of the Wealthsteading Podcast where he shares his ideas and personal experience on wealth building principles. John has spent over 30 years studying and applying the habits of financially independent middle-class Americans. His circuito ..read more
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TDI Podcast: Opportunistic Value (#851)
The Disciplined Investor Podcast
by Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
1M ago
CPI ticks up – PPI ticks down – never a dull moment.  Earnings season is here – Banks reported and most hit the skids. Bitcoin ETF approved and Bitcoin gets whacked and we enter a holiday shortened week – get ready! Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His “Three Pillars” of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul. Follow @andrewhorowitz Vitaliy Katsenelson, born  and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think ..read more
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TDI Podcast: Skate To The Puck (#850)
The Disciplined Investor Podcast
by Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
1M ago
Conflicting Data – but absolute certainty. What was in is out – a rotation at the start of the year. The 10-year Treasury tops 4% – for a moment – looking like a key resistance point. And our guest…Sam Burns of Mill Street Research. Sam Burns, CFA is the chief strategist at Mill Street Research – an independent research company specializing in proprietary institutional research tools for asset allocation, stock selection, and macro-economic indicators.  Burns has more than 20 years of experience as a market strategist providing US and global investment insights at Wall Street firms inclu ..read more
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TDI Podcast: Parade of Guests 2023 (1)
The Disciplined Investor Podcast
by Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
2M ago
So many guests, such great insights – another year down and so much more ahead. Listen to  some of the “Best Of” guests –  Frank Curzio, Vitaliy Katsenelson, Thomas Thornton, Steve Leeb, Jason Raznick, Michael Covel, Dr. Richard Smith and many many more during these episodes.   Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (SPY), (QQQ ..read more
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TDI Podcast: Success with Dress (#848)
The Disciplined Investor Podcast
by Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
2M ago
Late day drop then next day pop. Blame it on option traders – they say… All about year end positioning. Our Guest – Brian Dress -Left Brain Research. Brian has 15 years’ experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income. Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He is currently a candidate for the Chartered Fi ..read more
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